North Star Investment Management’s HSBC HSBC Stock Holding History

North Star Investment Management’s Portfolio HSBC Stock Details HSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.5K	Buy	140 +19	+16%	+$1.61K	﹤0.01%	996
2025 Q4	$9.52K	Buy	121 +102	+537%	+$7.29K	﹤0.01%	969
2025 Q3	$1.35K	Sell	19 -71	-79%	-$4.62K	﹤0.01%	1149
2025 Q2	$5.47K	Hold	90	–	–	﹤0.01%	993
2025 Q1	$5.17K	Hold	90	–	–	﹤0.01%	974
2024 Q4	$4.45K	Sell	90 -90	-50%	-$4.17K	﹤0.01%	1025
2024 Q3	$8.13K	Buy	180 +90	+100%	+$3.9K	﹤0.01%	886
2024 Q2	$3.92K	Hold	90	–	–	﹤0.01%	963
2024 Q1	$3.54K	Buy	+90	New	+$3.51K	﹤0.01%	1028

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

North Star Investment Management's HSBC Position: Q1 2026 in Review

North Star Investment Management increased its HSBC (HSBC) stake by 16% in Q1 2026, buying an estimated $1.61K and bringing the position to 140 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

North Star Investment Management first reported a position in HSBC in Q1 2024 and has held it in 9 quarters since. 640 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

North Star Investment Management held 140 shares of HSBC worth $11.5K as of Q1 2026.
North Star Investment Management bought 19 HSBC shares in Q1 2026, an estimated $1.61K.
HSBC made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #996 holding.
North Star Investment Management first reported a position in HSBC in Q1 2024 and has held it in 9 quarters since.
640 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.